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Articles from: Understanding the Morningstar Style Box to Time to be bullish on Europe

Understanding the Morningstar Style Box

Author: Phillip Gray
Date: 19 Sep 2013

Morningstar pioneered understanding of share funds' market-cap and investment style characteristics through the creation of the nine-square Style Box

Understanding the growing complexity of ETFs

Author: Christine St Anne
Date: 08 Oct 2015

Australia's strategic-beta exchange-traded fund (ETF) market has continued to grow both in the number of products and the amount of assets, according to the latest research by Morningstar

Understanding opportunities in China

Author: PIMCO
Date: 19 May 2015

Why are investors increasingly focused on China? Eric Mogelof : It is no secret that China has become a critical part of the global economy

Uncovering disparities in small caps

Author: Matthew Booker
Date: 28 Jul 2014

The S&P ASX Small Ordinaries Accumulation Index ended the financial year up a casual 13 per cent

Two Chinas better than one

Author: Stuart Rae
Date: 08 Jan 2016

Investors seeking a balanced perspective on risk and opportunity in China should set aside outdated perceptions of the country as a manufacturing juggernaut and think of it instead as "two Chinas," global asset manager AllianceBernstein (AB) said

Turnbull's growth challenge

Author: Christine St Anne
Date: 17 Sep 2015

The newly installed Prime Minister Malcolm Turnbull was among the key topics of discussion at a media event held with a number of fund managers this week

Trustees: Don't breach your obligations

Author: Julie Hartley
Date: 05 Apr 2016

Being in control of a superannuation fund does not come without responsibilities or obligations and the Australian Taxation Office (ATO) is now able to hit trustees where it hurts the most (their wallet!) if they forget this

Trust refuses to offer Equity Trustees due diligence

Author: Rachael Micallef
Date: 20 May 2013

The Trust Company (TRU) is refusing to offer due diligence to Equity Trustees (EQT) after reiterating its recommendation for Perpetual's (PPT) acquisition offer

Trust gives nod to "superior" Perpetual offer

Author: Staff Reporter
Date: 21 May 2013

The Trust Company (TRU) board has written to shareholders recommending they accept a takeover offer from Perpetual (PPT) that it says is superior to a revised offer from Equity Trustees (EQT) , while the competition watchdog is also keeping an eye on proceedings

Trump: 100 days in office

Author: Stephen Mitchell
Date: 26 Apr 2017

The rally in global stock markets following the election of Donald Trump came about on expectations, so far largely unrealised, that his presidency would usher in a new era of low taxation, market deregulation and infrastructure spending that would boost US growth, with a positive knock-on effect for economies worldwide

Trump-led trading spike benefits ASX 1H17 result

Author: Glenn Freeman
Date: 17 Feb 2017

Group revenue for the market operator grew 2.8 per cent to $386 million in the six months to 31 December 2016, from $376 million a year earlier

Trump gets a full house but caution prevails

Author: Peter Warnes
Date: 10 Nov 2016

Donald Trump, President of the United States (POTUS)

Troubled times for super

Author: Anthony Fensom
Date: 01 Aug 2016

What might investors expect? Firstly, a look at what Treasurer Scott Morrison proposed in his pre-election budget:

Trouble keeping up with the political risks swirling in Europe?

Author: Michael Collins
Date: 15 Jul 2016

Few would have expected that within two years the Berlin Wall would collapse as a barrier and that communist regimes across eastern Europe would crumble

Trouble ahead: What's next for the Chinese economy?

Author: Knowledge@Wharton
Date: 22 Mar 2016

China's economy continues its decline, as reports earlier this month revealed that exports had their biggest monthly drop since May 2009

Treat market with caution

Author: Lesley Beath
Date: 02 May 2016

Overview

Treasury Wine more than doubles earnings, ups dividend

Author: Nicholas Grove
Date: 14 Feb 2017

Net profit and earnings per share (EPS) for the half year to 31 December 2016, including one-off items, stood at $136.2 million and 18.5 cents a share, respectively

Treasurer hands down "tax, spend, build" budget

Author: Glenn Freeman
Date: 10 May 2017

Australia's financial services sector, particularly the big four banks, are among the new taxation targets of Budget 2017, with banks holding liabilities of more than $100 billion to be slugged with a new 6-basis-point levy on liabilities

Transurban's earnings, distribution in line

Author: Nicholas Grove
Date: 01 Aug 2013

Toll-road operator Transurban Group (TCL) on Thursday announced a 5.6 per cent rise in proportional earnings before interest, tax, depreciation and amortisation (EBITDA) to $828 million for the 2013 fiscal year

Transurban shows strength, Cochlear meets guidance

Author: Nicholas Grove
Date: 05 Aug 2014

Companies covered in this report: • Transurban Group

Trans-Tasman super SMSF requests denied

Author: Chris Kennedy
Date: 03 Jun 2013

The government has finalised details of trans-Tasman super portability arrangements, with several industry requests around the scheme going unheeded

Topside resources break imminent

Author: Lesley Beath
Date: 20 Jan 2014

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Top stock picks for fiscal 2016

Author: Anthony Fensom
Date: 24 Jul 2015

Plunging oil prices helped Qantas Airways (QAN) fly away with the prize for the top ASX 200 stock for fiscal 2015

Top shares for the Christmas stocking

Author: Anthony Fensom
Date: 14 Dec 2015

Australians' Christmas stockings should be filled with presents again this December after another prosperous year, albeit one where some sectors have had more reason to celebrate than others

Top emerging-markets opportunity

Author: Nicholas Grove
Date: 26 Sep 2014

When Pink Floyd's Roger Waters wrote the seminal and highly influential Another Brick in the Wall in the late 1970s, he could not have imagined the protest song would be used decades later to help illustrate a different approach to emerging-markets investing

Tips to avoid an ATO audit breach

Author: Michael Hallinan
Date: 23 Dec 2014

An auditor contravention report (ACR) may never happen for your fund, but wouldn't it be nice to be prepared just in case? Around 11,000 ACRs were issued in the last financial year (2013-14)

Time to sit on the sidelines

Author: Lesley Beath
Date: 15 Sep 2014

Overview

Time to go against the crowd?

Author: Lesley Beath
Date: 01 Dec 2015

Overview

Time to get more bullish?

Author: Lesley Beath
Date: 29 Jul 2014

Overview

Time to be bullish on Europe

Author: Raul Elizalde
Date: 09 Dec 2013

Now could be the time to diversify away from high-flying US stocks and laggard European shares seem to be the appropriate choice

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